Porvair Corporation Employee'S Investment Savings Plan — Form 5500 plan (Porvair Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Porvair Corporation Employee'S Investment Savings Plan is a benefit plan reported by Porvair Corporation under EIN 56-1788248 and plan number 003. The latest loaded filing year is 2023. The filing reports 610 participants and $43,998,887 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44MPlan net assets, end of year$43,998,887
Participants610Covered participants reported
Assets / participant$72.1KComputed: assets ÷ participants$72,129 (computed)
Provider compensation$99.2K2 Schedule C provider row(s)$99,170
- Plan sponsor
- Porvair Corporation
- EIN
- 56-1788248
- Plan number
- 003
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 610 | H, C | 20250430083431NAL0002452320001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44M total assets
Net assets$44MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,998,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,998,887
- Net assets (BOY)
- $39,060,367
Income & contributions
- Employer contributions
- $1,722,968
- Participant contributions
- $1,816,245
- Total contributions
- $3,683,678
- Total income / additions
- $9,821,323
Expenses & distributions
- Benefits paid
- $4,732,167
- Administrative expenses
- $99,170
- Total expenses
- $4,882,803
- Net increase / (decrease)
- $4,938,520
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $99,170 | $0 | 2023 |
| Charles Schwab Trust Bank | N/A | $0 | $0 | 2023 |